├── .gitattributes
├── .gitignore
├── AssignPlugin.sln
├── AssignPlugin
├── AssignPlugin.csproj
├── AssignTeamToUser.cs
├── PluginKey.snk
├── Properties
│ └── AssemblyInfo.cs
└── packages.config
└── README.md
/.gitattributes:
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/AssignPlugin.sln:
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1 |
2 | Microsoft Visual Studio Solution File, Format Version 12.00
3 | # Visual Studio 15
4 | VisualStudioVersion = 15.0.26127.0
5 | MinimumVisualStudioVersion = 10.0.40219.1
6 | Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "AssignPlugin", "AssignPlugin\AssignPlugin.csproj", "{4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}"
7 | EndProject
8 | Global
9 | GlobalSection(SolutionConfigurationPlatforms) = preSolution
10 | Debug|Any CPU = Debug|Any CPU
11 | Release|Any CPU = Release|Any CPU
12 | EndGlobalSection
13 | GlobalSection(ProjectConfigurationPlatforms) = postSolution
14 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
15 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Debug|Any CPU.Build.0 = Debug|Any CPU
16 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Release|Any CPU.ActiveCfg = Release|Any CPU
17 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}.Release|Any CPU.Build.0 = Release|Any CPU
18 | EndGlobalSection
19 | GlobalSection(SolutionProperties) = preSolution
20 | HideSolutionNode = FALSE
21 | EndGlobalSection
22 | EndGlobal
23 |
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/AssignPlugin/AssignPlugin.csproj:
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1 |
2 |
3 |
4 |
5 | Debug
6 | AnyCPU
7 | {4CA1C62E-0CF6-45C3-AA20-02C99C30E35E}
8 | Library
9 | Properties
10 | AssignPlugin
11 | AssignPlugin
12 | v4.5.2
13 | 512
14 |
15 |
16 |
17 | true
18 | full
19 | false
20 | bin\Debug\
21 | DEBUG;TRACE
22 | prompt
23 | 4
24 |
25 |
26 | pdbonly
27 | true
28 | bin\Release\
29 | TRACE
30 | prompt
31 | 4
32 |
33 |
34 | true
35 |
36 |
37 | PluginKey.snk
38 |
39 |
40 |
41 | ..\packages\Microsoft.CrmSdk.CoreAssemblies.9.0.2.3\lib\net452\Microsoft.Crm.Sdk.Proxy.dll
42 |
43 |
44 | ..\packages\Microsoft.CrmSdk.CoreAssemblies.9.0.2.3\lib\net452\Microsoft.Xrm.Sdk.dll
45 |
46 |
47 |
48 |
49 |
50 |
51 |
52 |
53 |
54 |
55 |
56 |
57 |
58 |
59 |
60 |
61 |
62 |
63 |
64 |
65 |
66 |
67 |
68 |
69 |
70 |
71 |
72 |
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/AssignPlugin/AssignTeamToUser.cs:
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1 | using Microsoft.Crm.Sdk.Messages;
2 | using Microsoft.Xrm.Sdk;
3 | using Microsoft.Xrm.Sdk.Query;
4 | using System;
5 | using System.Collections.Generic;
6 | using System.Linq;
7 |
8 | namespace AssignPlugin
9 | {
10 | public class AssignTeamToUser : IPlugin
11 | {
12 | public void Execute(IServiceProvider serviceProvider)
13 | {
14 | if (serviceProvider == null) return;
15 |
16 | // Obtain the Plugin Execution Context
17 | var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
18 |
19 | // Obtain the organization service reference.
20 | var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
21 | var service = serviceFactory.CreateOrganizationService(context.UserId);
22 |
23 | // To check depth
24 | if (context.Depth > 2) return;
25 |
26 | // The InputParameters collection contains all the data passed in the message request.
27 | if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference)
28 | {
29 | // Business logic goes here
30 | new AssignTeamToUser().BusinessLogic(service, context);
31 | }
32 | }
33 |
34 | private void BusinessLogic(IOrganizationService service, IExecutionContext context)
35 | {
36 | // We are hitting Assign button on a Case record so Target will be a Case record
37 | var caseEntityReference = (EntityReference)context.InputParameters["Target"];
38 |
39 | // Assignee could be a User or Team
40 | var teamEntityReference = (EntityReference)context.InputParameters["Assignee"];
41 |
42 | // In our requirement it should be a Team, if user it should return
43 | if (teamEntityReference.LogicalName != "team") return;
44 |
45 | // fetchXml to retrieve all the users in a given Team
46 | var fetchXmlLoggedUserInTeam = @"
47 |
48 |
49 |
50 |
51 |
52 |
53 |
54 |
55 |
56 |
57 |
58 | ";
59 |
60 | // Passing current Team is fetchXml and retrieving Team's user
61 | var users = service.RetrieveMultiple(new FetchExpression(string.Format(
62 | fetchXmlLoggedUserInTeam,
63 | teamEntityReference.Id))).Entities;
64 |
65 | // Condition 1
66 | // If user count is zero case should be assigned to Team's default Queue
67 | if (users.Count == 0)
68 | {
69 | // Retrieving Team's default Queue
70 | var team = service.Retrieve("team", teamEntityReference.Id, new ColumnSet("queueid"));
71 |
72 | var addToQueueRequest = new AddToQueueRequest
73 | {
74 | // Case record
75 | Target = caseEntityReference,
76 | // Team's default Queue Id
77 | DestinationQueueId = team.GetAttributeValue("queueid").Id
78 | };
79 | service.Execute(addToQueueRequest);
80 | }
81 | else
82 | {
83 | // Dictionary to save UserId and number of case assigned pair
84 | var caseCountAssignedToUser = new Dictionary();
85 |
86 | users.ToList().ForEach(user =>
87 | {
88 | // FetchXml query to retrieve number cases assigned to each user
89 | var fetchXmlCaseAssignedToUser = @"
90 |
91 |
92 |
93 |
94 |
95 |
96 |
97 |
98 |
99 | ";
100 |
101 | var cases = service.RetrieveMultiple(new FetchExpression(string.Format(
102 | fetchXmlCaseAssignedToUser,
103 | user.Id))).Entities.ToList();
104 |
105 | // Adding user id with number of cases assigned to Dictionay defined above
106 | caseCountAssignedToUser.Add(user.Id, cases.Count);
107 | });
108 |
109 | // Sorting in ascending order by number of cases
110 | var sortedCaseCount = from entry in caseCountAssignedToUser
111 | orderby entry.Value ascending
112 | select entry;
113 |
114 | // Getting all the users with least sae number of cases
115 | var allUserWithSameLeastNumberOfCases = sortedCaseCount
116 | .Where(w => w.Value == sortedCaseCount.First().Value).ToList();
117 |
118 | var targetUser = new Guid();
119 |
120 | // Condition 1
121 | // Assign case to user with least number of case assigned
122 | if (allUserWithSameLeastNumberOfCases.Count() == 1)
123 | {
124 | targetUser = sortedCaseCount.First().Key;
125 | }
126 |
127 | // Condition 2
128 | // If more than one users are having same least number of users, then it be assigned randomly
129 | else
130 | {
131 | var randomUser = new Random().Next(0, allUserWithSameLeastNumberOfCases.Count() - 1);
132 | targetUser = allUserWithSameLeastNumberOfCases[randomUser].Key;
133 | }
134 |
135 | var assign = new AssignRequest
136 | {
137 | Assignee = new EntityReference("systemuser", targetUser),
138 | Target = caseEntityReference
139 | };
140 |
141 | service.Execute(assign);
142 | }
143 | }
144 | }
145 | }
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/AssignPlugin/PluginKey.snk:
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https://raw.githubusercontent.com/AshV/AssignPluginDynamics365/9b7c544457314f18be753a77c9ef0490f1e811d4/AssignPlugin/PluginKey.snk
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/AssignPlugin/Properties/AssemblyInfo.cs:
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1 | using System.Reflection;
2 | using System.Runtime.CompilerServices;
3 | using System.Runtime.InteropServices;
4 |
5 | // General Information about an assembly is controlled through the following
6 | // set of attributes. Change these attribute values to modify the information
7 | // associated with an assembly.
8 | [assembly: AssemblyTitle("AssignPlugin")]
9 | [assembly: AssemblyDescription("")]
10 | [assembly: AssemblyConfiguration("")]
11 | [assembly: AssemblyCompany("")]
12 | [assembly: AssemblyProduct("AssignPlugin")]
13 | [assembly: AssemblyCopyright("Copyright © 2017")]
14 | [assembly: AssemblyTrademark("")]
15 | [assembly: AssemblyCulture("")]
16 |
17 | // Setting ComVisible to false makes the types in this assembly not visible
18 | // to COM components. If you need to access a type in this assembly from
19 | // COM, set the ComVisible attribute to true on that type.
20 | [assembly: ComVisible(false)]
21 |
22 | // The following GUID is for the ID of the typelib if this project is exposed to COM
23 | [assembly: Guid("4ca1c62e-0cf6-45c3-aa20-02c99c30e35e")]
24 |
25 | // Version information for an assembly consists of the following four values:
26 | //
27 | // Major Version
28 | // Minor Version
29 | // Build Number
30 | // Revision
31 | //
32 | // You can specify all the values or you can default the Build and Revision Numbers
33 | // by using the '*' as shown below:
34 | // [assembly: AssemblyVersion("1.0.*")]
35 | [assembly: AssemblyVersion("1.0.0.0")]
36 | [assembly: AssemblyFileVersion("1.0.0.0")]
37 |
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/AssignPlugin/packages.config:
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1 |
2 |
3 |
4 |
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/README.md:
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1 | # AssignPluginDynamics365
2 | Assigning Case to Appropriate Team User Using Plugin in Dynamics CRM / 365
3 |
4 | Follow companion article at http://www.c-sharpcorner.com/article/assigning-case-to-appropriate-team-user-using-plugin-in-dynamics-365-crm/
5 |
6 | This code is a Dynamics CRM plugin which can be directly or with little modification consumed if you have similar requirement as mentioned in article.
7 |
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